Columbia US Eqty Inc. ETFEQINETF

13F holders, Q2 2025 (June 30)
39holders +2
7new positions
5sold out
1famous investor
$45.04avg. 13F price*

At the end of Q2 2025, 39 institutions reported holding Columbia US Eqty Inc. ETF (EQIN) in their 13F filings, up 2 from Q1 2025. 7 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($60.7M), Ameriprise Financial Inc. ($29.5M) and Sowell Financial Services LLC ($7.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Columbia US Eqty Inc. ETF
CUSIP
19761L854
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q2 2024: 31Q2 2024Q3 2024: 35Q3 2024Q4 2024: 40Q4 2024Q1 2025: 37Q1 2025Q2 2025: 39Q2 2025Q3 2025: 47Q3 2025Q4 2025: 46Q4 2025Q1 2026: 49Q1 2026Q2 2026: 49Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$3.3M
Exits5$3.4M

All 13F filers, Q1 2025 → Q2 2025: 944,119 shares bought and 98,065 shares sold, net +846,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

LPL Financial LLC 0.02% Add +110.0% 1,348,261 $60.7M
Ameriprise Financial Inc. 0.01% Add +2.8% 655,874 $29.5M
Sowell Financial Services LLC 0.32% Reduce -2.1% 172,004 $7.7M
Raymond James Financial Inc. 0.00% Add +52.9% 95,499 $4.3M
Gladstone Institutional Advisory LLC 0.12% Add +3.8% 66,044 $3.0M
NewEdge Advisors, LLC 0.02% Add +1.0% 65,817 $3.0M
Stifel Financial Corp. 0.00% Add +257.0% 60,342 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +56.0% 52,371 $2.4M
Citadel Advisors 0.00% New 35,396 $1.6M
Prism Advisors, Inc. 0.39% Reduce -12.2% 30,599 $1.4M
Osaic Holdings, Inc. 0.00% Add +41.4% 28,408 $1.3M
Redwood Financial Network Corp 0.79% Add +2.4% 26,021 $1.2M
GeoWealth Management, LLC 0.04% Add +0.3% 21,647 $975K
Susquehanna International Group, LLP 0.00% Add +377.6% 21,272 $958K
Allworth Financial LP 0.00% Reduce -1.0% 21,005 $946K
Goldman Sachs Group Inc. 0.00% No change 17,957 $809K
Parcion Private Wealth LLC 0.05% Add +13.2% 14,858 $669K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -48.0% 13,455 $606K
JPMorgan Chase & Co. 0.00% Add +19.2% 12,795 $576K
Principal Securities, Inc. 0.01% Add +3899.3% 11,998 $540K
Private Advisor Group, LLC 0.00% Add +22.6% 11,727 $528K
CW Advisors, LLC 0.00% New 9,514 $429K
Westside Investment Management, Inc. 0.06% Add +180.6% 7,660 $345K
Intrua Financial, LLC 0.04% New 6,950 $313K
Ascentis Independent Advisors 0.05% No change 5,918 $267K
Envestnet Asset Management Inc. 0.00% New 5,596 $252K
Wealth Enhancement Advisory Services, LLC 0.00% New 5,430 $248K
Smith, Moore & Co. 0.02% New 5,214 $235K
Redhawk Wealth Advisors, Inc. 0.03% New 4,927 $222K
Keudell/Morrison Wealth Management 0.05% Add +1.8% 4,525 $204K
Archer Investment Corp 0.02% Add +0.3% 1,663 $75K
Cwm, LLC 0.00% Reduce -34.8% 1,650 $74K
Wells Financial Advisors INC 0.09% No change 1,410 $64K
Global Retirement Partners, LLC 0.00% — 1,022 $46K
Larson Financial Group LLC 0.00% Add +0.5% 851 $38K
Royal Bank of Canada 0.00% No change 700 $32K
Arax Advisory Partners 0.00% Reduce -67.0% 106 $5K
Steward Partners Investment Advisory, LLC 0.00% No change 46 $2K
Wells Fargo & Company 0.00% Add +100.0% 2 $78

"% of holder's portfolio" is EQIN's weight in each manager's 13F, not the share of Columbia US Eqty Inc. ETF the manager owns.